Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPTI.WS
6751
M-tron Industries Warrants
MPTI.WS
$2.39M
$7.04K ﹤0.01%
+6,789
IZM icon
6752
ICZOOM Group
IZM
$11.8M
$7.03K ﹤0.01%
2,586
MARPS icon
6753
Marine Petroleum Trust
MARPS
$8.32M
$7.02K ﹤0.01%
1,550
-5,287
GBUY
6754
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
$6.95K ﹤0.01%
184
WILC icon
6755
G. Willi-Food International
WILC
$343M
$6.85K ﹤0.01%
+363
ATER icon
6756
Aterian
ATER
$7.19M
$6.84K ﹤0.01%
4,121
-244
FLGC icon
6757
Flora Growth
FLGC
$5.77M
$6.83K ﹤0.01%
302
SPUU icon
6758
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$198M
$6.79K ﹤0.01%
43
-8
OWLT icon
6759
Owlet
OWLT
$357M
$6.73K ﹤0.01%
801
+800
IVA
6760
Inventiva
IVA
$844M
$6.69K ﹤0.01%
+2,098
GLDI icon
6761
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$37.6M
$6.69K ﹤0.01%
42
BTCS icon
6762
BTCS Inc
BTCS
$144M
$6.61K ﹤0.01%
3,002
+3,000
AIM
6763
AIM ImmunoTech
AIM
$4.54M
$6.59K ﹤0.01%
762
-1
KGRN icon
6764
KraneShares MSCI China Clean Technology Index ETF
KGRN
$62.2M
$6.57K ﹤0.01%
252
URE icon
6765
ProShares Ultra Real Estate
URE
$55.1M
$6.55K ﹤0.01%
103
+16
ACHR.WS icon
6766
Archer Aviation Redeemable Warrants
ACHR.WS
$735M
$6.53K ﹤0.01%
2,021
SOGP
6767
Sound Group
SOGP
$49.7M
$6.51K ﹤0.01%
1,370
+400
BCLI
6768
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$6.5K ﹤0.01%
5,803
+1,465
REFR icon
6769
Research Frontiers
REFR
$64.9M
$6.45K ﹤0.01%
3,935
REK icon
6770
ProShares Short Real Estate
REK
$11.3M
$6.45K ﹤0.01%
382
+249
IXHL icon
6771
Incannex Healthcare
IXHL
$115M
$6.44K ﹤0.01%
29,848
-20,100
SLVO icon
6772
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$16.8M
$6.41K ﹤0.01%
+80
BDEC icon
6773
Innovator US Equity Buffer ETF December
BDEC
$186M
$6.37K ﹤0.01%
141
IPSC icon
6774
Century Therapeutics
IPSC
$46.4M
$6.34K ﹤0.01%
11,340
-46,127
GVLU icon
6775
Gotham 1000 Value ETF
GVLU
$205M
$6.31K ﹤0.01%
262
269 270
271
272 273